KCM

Kerusso Capital Management Portfolio holdings

AUM $163M
1-Year Est. Return 11.3%
This Quarter Est. Return
1 Year Est. Return
+11.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$644K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.88M
3
+$1.83M
4
LNG icon
Cheniere Energy
LNG
+$1.78M
5
LPLA icon
LPL Financial
LPLA
+$1.63M

Top Sells

1
+$2.92M
2
+$2.7M
3
+$1.58M
4
NKE icon
Nike
NKE
+$1.51M
5
AMP icon
Ameriprise Financial
AMP
+$1.34M

Sector Composition

1 Financials 25.27%
2 Industrials 12.03%
3 Healthcare 12.01%
4 Energy 11.56%
5 Consumer Discretionary 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.97M 3.16%
10,267
-2,758
2
$4.51M 2.87%
20,310
+518
3
$4.28M 2.72%
15,919
+403
4
$4.27M 2.71%
31,146
-8,766
5
$4.25M 2.7%
80,210
+2,035
6
$4.13M 2.62%
6,583
+165
7
$4.01M 2.55%
107,284
+50,322
8
$3.96M 2.52%
35,304
+895
9
$3.95M 2.51%
125,210
+3,186
10
$3.94M 2.51%
28,206
+721
11
$3.79M 2.41%
16,390
+7,678
12
$3.69M 2.34%
10,556
+266
13
$3.66M 2.33%
10,432
+263
14
$3.56M 2.26%
29,223
+748
15
$3.5M 2.22%
281,673
+7,113
16
$3.47M 2.21%
23,612
+601
17
$3.4M 2.16%
10,916
+271
18
$3.35M 2.13%
15,994
+9,322
19
$3.34M 2.13%
79,999
+43,898
20
$3.34M 2.12%
73,536
+1,868
21
$3.33M 2.12%
14,276
+361
22
$3.2M 2.04%
45,518
+1,150
23
$3.1M 1.97%
8,456
+213
24
$3.08M 1.96%
41,012
+1,043
25
$3.03M 1.93%
69,537
+1,768
1
2 3